Integrate OnePageCRM with Wave

Send information between OnePageCRM and Wave automatically, without writing any code, using Zoho Flow.

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Create an invoice in Wave for the latest closed deals in OnePageCRM

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in Wave whenever a deal is closed in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new invoice for the selected business in Wave.
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Create an invoice in Wave for the latest closed deals in OnePageCRM

OnePageCRM + Wave

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Supported triggers and actions

Integrate OnePageCRM and Wave using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal won

Triggers when a deal is won

New pending deal

Triggers when there is a new pending deal

New action

Triggers when a new action is created

New contact

Triggers when a new contact is created

Product created

Triggers when a new product is created for the selected business

Invoice created

Triggers when a new invoice is created for the selected business

Customer created

Triggers when a new customer is added to the selected business

All Actions - Actions are the automated tasks

Create note

Creates a new note for the specified contact

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact

Create invoice

Creates a new invoice for the selected business

Create product

Creates a product for the selected business

Create customer

Creates a customer for the selected business

Fetch customer

Fetches the details of an existing customer

Fetch product

Fetches the details of an existing product

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

What is Wave?

Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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